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It’s that time of year – when we need to start thinking ahead to 2025!
2025 Tax Landscape: Potential extensions to the Tax Cuts and Jobs Act, changes to SALT deduction limits, and strategic timing for estimated tax payments. Electric Vehicle Credits: Tips on maximizing the $7,500 EV credit in 2024 and considerations for foreign car purchases ahead of tariff changes. Small Business Tax Planning: Importance of year-end projections, managing estimated taxes, and finding a proactive CPA. Additional Tax-Smart Strategies: 529 College savings plan contributions Tax-loss harvesting opportunities in taxable brokerage accounts Qualified Charitable Distributions for retirees Roth IRA conversions: when and why to consider them Resources:
In this special episode, Deb Meyer shares year-end tax planning strategies following the recent election. Highlights include:Kitces.com Article on 2025 Tax Changes
Saving for College: 529 Plans by State
Connect with Deb Meyer for personalized advice
Listen in to learn more about :
(04:52) Electric Vehicle and Tariff Considerations
(12:36) Tax Loss Harvesting in Brokerage Accounts
(17:49) Roth IRA Wealth Transfer Strategy
Connect with Deb Meyer
Schedule an Initial Call
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Looking to strengthen your financial partnership with your spouse? Download our free resource, 4 Key Questions for Financial Check-Ins. This guide provides simple, stress-free conversation starters to help couples get on the same page about money, plan for future expenses, and dream together.
Download the Free Resource
In this inspiring episode of Beyond Budgets, host Deb Meyer sits down with Ryan Koral—documentary filmmaker, founder of Tell Studios, and married dad of three. Ryan opens up about his journey from navigating childhood money challenges to empowering others to share their stories through the art of video.
Ryan explains how video can go beyond just capturing moments; it can create lasting family legacies and strengthen emotional connections. He and Deb explore the intersection of faith, finances, and storytelling. Tune in for practical insights on managing money within marriage, teaching kids financial values, and using video to document life’s most meaningful moments.
Listen in to learn more:
(04:40) The Power of Video Storytelling
(13:55) Increasing Giving and Living on Less
(21:49) Effective Client Connection Through Video
(26:11) Winning With Authentic Video Marketing
Connect with Ryan Koral
Smartphone Film Academy
Instagram
Connect with Deb Meyer
Download your Free Resource
Website
Schedule an Initial Call
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Celebrate the one-year anniversary of the Beyond Budgets podcast!!
Join host Deb Meyer as she dives into faith-driven money management inspired by the Compass Catholic Retreat. Discover how to break emotional attachments to material possessions and embrace God-honoring financial stewardship. Through engaging stories and lessons from the parable of the talents, learn to balance worldly desires with spiritual wisdom. Plus, explore advanced charitable giving techniques and the importance of spiritual guidance.
Tune in for practical tips, and follow us for more inspiring financial insights!
Listen to learn more :(00:44) Emotional Attachment to Money Discussion
(06:09) Overcoming Emotional Attachment Through Stewardship
(13:49) Advanced Charitable Giving Techniques
Links Mentioned -
Compass Catholic
WorthyNest Contact
Catholic Financial Planners Network
Connect with Deb Meyer
Website
Schedule a Free Consult
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In this episode of Beyond Budgets, host Deb Meyer is joined by exit strategist and Dream Catchers podcast host Jerome Myers to unpack the complex journey of redefining yourself after big life changes like selling a business or retiring. Together, Deb and Jerome explore the “founder's exit paradox”—the often-overlooked psychological challenges that come with moving on from a career-focused identity—and what it takes to build a fulfilling life based on who you are, not just what you do.
Jerome shares powerful insights on how to separate your self-worth from your job title, offering practical steps to discover and use transferable skills, build meaningful relationships, and keep growing in new ways post-career. This episode dives into balancing health and wealth, maintaining well-being, and finding lasting purpose beyond work. Whether you’re planning your next chapter or in the middle of a transition, this conversation is full of strategies to help you move forward with clarity, confidence, and fulfillment.
Episode Highlights
Links Mentioned -
Free EXIT Assessment - https://theexitparadox.com/assessment
Connect with Jerome Myers
https://jeromemyers.co/
Connect with Deb Meyer
Website
Schedule a Free Consult
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Unlock the secrets of faith-based investing with Deb Meyer in today's episode!
Perfect for Christian and Catholic parents, this episode explores how to harmonize your financial goals with spiritual values. Discover the "avoid, engage, and embrace" framework and the Business 360 approach by Eventide, a leader in ethical investing. Learn about creating faith-based portfolios and explore top-tier companies like Eventide, Ave Maria, and Guidestone. Whether you're a seasoned investor or a newbie, this episode offers insights for values-driven investing.Episode Highlights
* 0:02:53 - 0:03:54 - Ethical Investing Strategies
* 0:08:29 - 0:09:27 - Sustainable Supply Chain & Environmental Preservation
* 0:12:09 - 0:13:45 - Faith-Based Investing in Financial Advisory Work
Links Mentioned -
Eventide Investments: eventideinvestments.com
Faith Driven Investor: faithdriveninvestor.org
Contact WorthyNest: worthynest.com/contact-us
Catholic Financial Planners Network: catholicfinancialplanners.com
Connect with Deb Meyer
Website
Schedule a Free Consult
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In this episode of Beyond Budgets, we’re thrilled to welcome Crystal Ware, a former Fortune 500 corporate leader and attorney who made the bold leap into entrepreneurship. Crystal shares her journey of transitioning from the corporate world to running a small business, driven by the desire for more flexibility, time with family, and personal fulfillment.
Listeners will gain deep insights into:
The importance of aligning your career with personal values and family goals.
Practical strategies for handling financial responsibilities in marriage, including the benefits and drawbacks of joint versus separate accounts.
Tips for saving for long-term financial goals like children’s education.
How to manage a career transition from corporate America to entrepreneurship.
The challenges of wearing multiple hats as a small business owner.
This episode is packed with practical advice and inspiration for anyone considering a career shift or looking to balance professional success and personal fulfillment. Don’t miss it!
Episode Highlights
0:00:04 - 0:14:00 Transition from Corporate America to Entrepreneurship
0:13:43 - 0:17:32 Identifying Your Purpose and Career Path
0:17:32 - 0:30:18 How to Manage Separate Bank Accounts Within A Marriage
Connect with Crystal Ware
Website The Well-Defined Woman
Instagram https://www.instagram.com/crystalware_getclear/
Connect with Deb Meyer
Website
Schedule a Free Consult
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Ready to transform your financial future? Hear a deeply personal story about Deb Meyer’s hard-hitting lessons gained from her first investment during the tech bubble burst. Learn the critical importance of diversification among other investment pillars and the hazards of emotionally charged decision-making.
We'll dissect the pitfalls of market timing and the often misleading influence of financial media, emphasizing the necessity of maintaining a long-term perspective and a clear financial plan.
Determine how to craft an effective asset allocation strategy by understanding the diverse behaviors of equities, bonds, real estate, and commodities. With insights into the Federal Reserve's interest rate maneuvers and their effects on various financial instruments, this episode equips you with the knowledge to build a resilient and balanced investment portfolio.
Listen now to elevate your confidence as an investor!
Episode Highlights
08:07 - 09:32 The Risks of Individual Stock Picking
13:18 - 14:31 Fee-Only vs. Commission-Based Investment Advisors
17:21 - 19:39 Understanding Market Capitalization and Diversification
27:13 - 28:15 Impacts of Changing Interest Rates
Connect with Deb Meyer
Website
Schedule a Free Consult
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What happens when a Manhattan career woman swaps skyscrapers for suburbia and discovers a new kind of creativity?
Join us on Beyond Budgets as we welcome Kimberly Amici, the mastermind behind Build Your Best Family, who shares her extraordinary journey from designer and architect in the bustling city to a mom redefining family culture through faith and daily acts of creativity. Kimberly's story illuminates how she integrates values into everyday life, transforming routine activities like cooking and travel into meaningful family experiences. She provides invaluable insights into encouraging children to think outside the box while crafting a purposeful and enriching family environment.
We also discuss the importance of creating a stable and positive family atmosphere, using tools like Family Culture Discussion Sheets to identify and live by core values. Kimberly’s wisdom and personal anecdotes highlight how simplifying daily priorities can help families truly thrive by establishing a sense of belonging and stability.
Don’t miss this enriching conversation with Kimberly, full of practical tips and heartfelt stories to help you build your best family.
Episode Highlights
(01:03 - 01:52) Expressing Creativity and Faith in Family
(03:04 - 04:54) Exploring Creativity in Everyday Life
(09:45 - 10:52) Discovering Non-Negotiables for Self-Care
(14:44 - 16:18) Family Values and Accountability
(19:10 - 20:04) Defining Family Values With Kids
(26:51 - 27:59) Parenting Through Consistent Decision Making
Connect with Kimberly Amici
Build Your Best Family Website
Connect with Deb Meyer
Website
Schedule a Free Consult
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Moving cross-country is not just about packing boxes; it's about navigating a maze of expenses and unexpected hurdles. When my family decided to leave Florida for Missouri, we faced surprising costs and tough choices.
In this episode of Beyond Budgets, Deb shares how her family balanced the hefty quotes from national moving companies with more affordable, creative options like PODS and regional businesses. Discover the practical tips she learned along the way, including hiring a local young entrepreneur and managing holiday schedules to ensure a smooth transition for her kids.
But the adventure didn’t stop there. Buying a house in Missouri came with its own set of challenges and surprises. From replacing windows and an old water heater to unforeseen plumbing issues, Deb candidly discusses the realities of unexpected homeownership expenses. Reflecting on our choice to buy a home after just one in-person inspection, she highlights the pros and cons, emphasizing the stability renting can offer during such significant life changes.
Episode Highlights
(00:03) Moving Expenses and Budgeting Tips
(11:27) Unexpected Homeownership Expenses
(20:44) Home Buying Lessons Learned
Connect with Deb Meyer
Website
Schedule a Free Consult
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What does it take to successfully merge family values with financial planning? On this episode of Beyond Budgets®, we have the pleasure of speaking with Brian Haney, CEO and co-founder of the Haney Group. Brian takes us through the unique dynamic of running a family-owned business alongside his father and brother.
From balancing the intricate relationships within the family to leveraging their diverse skill sets, Brian shares valuable insights that could benefit anyone considering a family venture. Hear his compelling journey from aspiring journalist to financial professional, illustrating how following his passion led to the formation of a thriving financial practice.
We also demystify the rising costs of long-term care insurance and discuss strategic planning to manage these expenses effectively. Packed with actionable advice and real-world examples, this episode serves as a comprehensive guide for securing your financial future and protecting your loved ones.
Episode Highlights
(02:16 - 04:23) History and Structure of Haney Company
(09:54 - 11:26) Strategic Use of Life Insurance
(14:21 - 16:29) Life Insurance for Families
(21:00 - 22:19) Importance of Care Through Insurance
(26:06 - 27:59) Destigmatizing Long-Term Care Insurance
Connect with Brian Haney
LinkedIn
The Haney Company
Connect with Deb Meyer
Website
Schedule a Free Consult
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Have you ever wondered if your life insurance policy secures your family's future or if it’s just another bill to pay?
Join me, Deb Meyer, on this critical episode of the Beyond Budgets® podcast as we unravel the complexities of life insurance. We'll explore the emotional and financial dimensions of choosing the right life insurance, using relatable comparisons like renting versus owning a home to explain term and permanent policies.
In this episode, we dig into the specifics of term life insurance, with an emphasis on cost-effective premiums, as well as universal and whole life insurance. Gain valuable insights on determining the right amount of coverage based on factors like career stage, number and ages of children, and household expenses.
Tune into this episode to equip yourself with the knowledge to make informed decisions about your family's financial security.
Episode Highlights
(00:26 - 01:20) Navigating Life Insurance for Loved Ones
(03:02 - 04:29) Understanding Different Types of Life Insurance
(08:09 - 09:31) Permanent Insurance Considerations for Families
(19:05 - 20:31) Life Insurance Policy Analysis and Changes
(22:41 - 24:40) Hybrid Long-Term Care Policies Explained
Resources
Find a Fee-Only Advisor on NAPFA
Term Life Insurance Companies
Connect with Deb Meyer
Website
Schedule a Free Consult
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In today’s episode, I’m joined by Robert and Kay Lee Fukui, co-founders of i61 Inc., cohosts of the Thriving in Tandem podcast, and authors of the book Tandem. They share invaluable strategies for balancing business success and family life.
Robert recounts his transition from Fortune 500 company sales roles to small business consulting, emphasizing the importance of working smarter rather than harder. Kay Lee reflects on her entrepreneurial upbringing and the toll relentless work hours took on family relationships. Together, they provide practical advice on succeeding professionally while preserving family time.
We also discuss tips to improve business profitability, prioritize relationships, and create sustainable wealth. This episode is a must-listen for married parents seeking harmony in their professional and personal lives.
Episode Highlights
(04:05 - 05:08) Optimizing Outcomes Over Time Investment
(09:15 - 10:18) Managing Work-Life Balance and Finances
(16:39 - 17:22) The Power of Prayer for Couples
(23:39 - 24:33) Improving Profit Margins in Small Business
Resources
Connect with Robert and Kay Lee Fukui
Website
Pick up a copy of their book, Tandem
Connect with Deb Meyer
Website
Schedule a Free Consult
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Making a life-changing move is never easy, especially when leaving a place you've called home. On this episode of Beyond Budgets®, I share the poignant journey my family and I are undertaking as we transition from the sunny beaches of Florida back to Missouri.
This episode also presents a comprehensive guide to values-based financial planning. We dive deep into a six-step process to help you achieve financial goals while staying true to your core values. From gathering self-knowledge and setting realistic yet ambitious goals to analyzing your financial situation and consulting a financial advisor, you'll find practical advice tailored to larger financial milestones and simpler, more immediate goals.
Whether you're contemplating a major life change or simply looking to align your finances with your deepest values, this episode offers invaluable insights and inspiration.
Episode Highlights
(01:44 - 02:46) Importance of Core Values in Relocating
(06:46 - 08:34) Family Motivation in Florida
(10:07 - 11:44) Careful Deliberation Led to Moving
(21:29 - 23:18) Developing a Realistic Financial Plan
Resources
Think2Perform Values Exercise
Values as a Foundation for Success
Roots & Wings Ministries - Spiritual Direction
Finish by Jon Acuff
Jon Acuff’s podcast All it Takes is a Goal
Connect with Deb Meyer
Schedule a Free Consult
Website
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Can you truly achieve financial freedom by shifting your mindset? Guest Brian Tibbs, a seasoned real estate investor and author of The HACKER Method, believes you can. Brian shares how the allure of consumerism often leads people astray and how his experiences living overseas offered him a fresh perspective on achieving genuine wealth. In this episode, Deb and Brian unpack the vital differences between consumer and investor mindsets and why the latter is crucial for building long-term financial stability.
Have you heard of the 50-40-10 budgeting strategy? By allocating 50% of your income to essential and enjoyable expenses, 40% to investments, and 10% to charitable giving, this strategy aims to foster financial independence and nurture a sense of social responsibility. We delve into how this budget can help parents like you eliminate large debts, reinvest profits, and positively impact the world.
Taking risks in investing can be daunting, but Brian explains how measured risks in stocks and real estate can lead to substantial long-term gains. Tune in to learn how these actionable steps can help you rethink your financial choices and pave the way toward financial freedom.
Episode Highlights
(00:03) Transforming Financial Mindsets for Wealth
(09:09) The 50-40-10 Budget Strategy
(16:25) Building Wealth Through Measured Risk
(22:33) House Hacking for Real Estate Investing
Resources
Connect with Brian Tibbs
https://theunexpectedinvestor.com/
Buy his book, The HACKER Method
Connect with Deb Meyer
Website
Schedule a free consult
Download the FREE Starter Guide
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Unlock the secrets to a seamless business exit strategy that secures your financial future, as we journey through the pivotal steps of detaching from a business you've nurtured.
With my expertise in tax compliance and succession planning, alongside insights from the Exit Planning Institute, this episode arms you with the essential knowledge to gracefully navigate the intersection of retirement and the sale of your small business. From the emotional complexities tied to parting with your enterprise to actionable tactics for aligning your fiscal ambitions with the realities of the market, I've got you covered.
Prepare to empower yourself with a skill set designed to mitigate tax repercussions and enhance quality of life, while also understanding the critical role of a valued advisor in steering your strategy. Whether you're close to retirement or seeking to align your business with your family's financial dreams, this discussion is tailored to help you step confidently into your next chapter with a team of experts guiding the way.
Episode Highlights
(07:31 - 09:07) Building a Team for Business Success
(13:11 - 14:20) Life After Exit
(15:57 - 17:51) Maximizing Sale Proceeds Through Financial Planning
(21:22 - 22:24) Roles in Exit Planning Team
(25:14 - 26:36) Financial Planning for Business Exit
Resources
Exit Planning Institute
CEPA
Email deeper dive questions to [email protected]
Walking to Destiny by Chris Snider
Traction by Gino Wickman
Family Business Consulting Group
Connect with Deb Meyer
Website
Schedule a free consult
Download the FREE Starter Guide
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Unlock the secrets of financial harmony in marriage with insights from financial experts Deb Meyer and her special guest, Den Murley. They delve into the dynamic world of couples' finances, shattering the myth of the spender-saver binary and advocating for a stronger foundation of mutual understanding. Discover how to navigate shared versus separate accounts, illuminating the path to financial unity and individual autonomy within a relationship.
You'll learn to reframe the adage “we can’t afford it” to an enlightening explanation your kids can easily understand. This journey of self-discovery and communication about money is the key to breaking long-standing negative financial patterns.
This episode is also a strategic conversation on tax planning and retirement. It offers guidance through the current tax landscape and shares tactics for thoughtfully timing income recognition. Join Deb and Den for this comprehensive guide to family financial planning, where managing emotions and creating a legacy take center stage.
Episode Highlights
(00:03) - Transforming Relationship With Money in Marriage
(07:33) - Influence of Childhood on Financial Habits
(14:26) - Teaching Finances and Generosity to Children
(19:31) - Tax Planning and Retirement Strategy
Connect with Den Murley
Website
LinkedIn
Connect with Deb Meyer
Website
Get a copy of Redefining Family Wealth
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Unlock the secrets of blending family life with financial freedom as we journey through the ever-changing realms of retirement and financial independence. Explore the personalized paths that lead to a life where work is a choice, not a necessity, and freedom is the ultimate retirement plan.
In this episode, I’ll show financial planning isn't just a numbers game— it's about designing a life rich with choices to pursue what truly matters. We've got enlightening tales from couples who mixed early retirement with freelance work and those who've struck an excellent balance between enjoying today and securing tomorrow. These stories are more than just inspiration; they're a roadmap to navigating the complexities of achieving financial independence while raising a family.
Step inside the world of savvy savers and strategic planners, where we dissect the delicate art of securing a future unshackled by the traditional confines of work. Every family's journey to financial independence is as unique as a fingerprint, marked by the individual challenges and joys that come with parenting.
Episode Highlights
(02:20 - 03:18) The Changing Landscape of Retirement
(07:14 - 07:58) Homeownership and Interest Rates
(10:22 - 12:42) Eternal Significance of Secular Work
(19:06 - 21:40) Financial Independence for Early Retirement
Resources
Join us at the Raising Generational Wealth Summit May 2nd-4th
Get Jordan Raynor’s book The Sacredness of Secular Work.
Connect with Deb Meyer
Website
Get a copy of Redefining Family Wealth
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Unlock the secrets to impart essential financial wisdom to your kids with guest and finance guru Clifton Corbin. We share a heartfelt journey through Clifton's early fascination with money, his trials with credit card debt, and his evolution into a champion for youth financial literacy.
Our conversation examines the foundational differences between earning and managing money smartly. It serves as a powerful reminder that teaching financial responsibility is key to preparing children for the economic complexities of the future.
We also discuss the upcoming Raising Generational Wealth Summit, which promises a deep well of knowledge for parents dedicated to laying the financial groundwork for their children's prosperous future.
Episode Highlights
(04:19 - 05:40) Teaching Responsible Money Management to Youth
(13:48 - 15:45) Best Practices for Teaching Financial Literacy Through Lending
(19:13 - 20:02) How To Explain The Difference Between Saving and Investing
(23:57 - 26:48) Piggy Banks vs. Bank Accounts
Resources
Connect with Clifton - cliftoncorbin.com
Join us at the raisinggenerationalwealth.com
Get your FREE Kids Money Workbook
Read Clifton’s book Your Kids, Their Money
Connect with Deb Meyer
Website
Get a copy of Redefining Family Wealth
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Navigating the legal labyrinth of estate planning can be overwhelming, but the peace of mind it brings is priceless—Deb has seen the difference firsthand. Through heartfelt anecdotes, Deb unravels why every parent needs to take this act of love seriously, ensuring their children's guardianship and the handling of their affairs are well examined.
Join her as we delve into the often-overlooked yet essential steps of estate planning, from appointing decision-makers for your health and finances to the intricacies of selecting a guardian for your children. It's not just about wealth; it's about safeguarding your family's future.
This episode isn't just a discussion; it's a treasure trove of actionable insights. Tune in and arm yourself with the knowledge to protect your loved ones for generations to come.
Episode Highlights
(02:35 - 03:18) Planning for Your Family's Financial Future
(15:01 - 15:43) Selecting a Trustee for Financial Responsibility
(20:03 - 21:07) Importance of Estate Planning Attorney
(23:52 - 24:57) Retirement Beneficiary Designations for Trusts
Resources
Download Your FREE Family Finance Starter Guide
Search for an Estate Planning Attorney
Get Basic Documents Online
Connect with Deb Meyer
Website
Get a copy of Redefining Family Wealth
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Unlock the secrets to a unified financial future with Amanda Teixeira from Walletwin, our guide through the tricky territory of family finances. In a heart-to-heart conversation, Amanda and host Deb Meyer discuss:
The process of merging bank accounts and viewpoints,
How a shared vision is pivotal to a harmonious future
Budgeting strategies that respect individual money personalities.
Dive into the world of financial literacy for the younger generation, where allowances and chores become tools for teaching value and responsibility. It's not just about saving and spending; it's about sowing seeds for a generation of financially savvy adults equipped to navigate the economic challenges that lie ahead.
Join us on this journey of transformation, and feel the support of a community cheering you on to financial success.
Connect with Amanda Teixeira
Catholic Money Show
Catholic Money Academy
WalletWin on Facebook
Mini video course on budgeting
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